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APRIL NEWS 2017

 2017NEWS

APRIL  2017

LIFE & LIVING BENEFITS

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  • LIA Q&A  electronic sales platform LIA
  • Are your clients at risk? Don’t leave gaps in their coverage. Simple solution:  1 application, 3 products, only 15 questions! Details HERE
  • What's up Assumption Life - latest issue HERE

BMO INS POS 4C E copy

  • 5 great reasons to choose BMO  Insurance for your next UL sale - more HERE
  • 7 great reasons to choose BMO Insurance for your next CI sale - more HERE
  • Start the conversation TODAY … Estate Planning from BMO Insurance - more HERE

blue cross biligue

  • High-end, Simplified issue disability insurance - details HERE
                                        

OF INTEREST

Will insurance costs rise dramatically if anti-genetic discrimination bill becomes law?
- The 2017 Federal Budget Summary is now available
- The 2017 Financial Services Business Value Index

 canadalife smaller

  • Bill S-201: An Act to prohibit and prevent genetic discrimination will come into effect early April 2017. This new law contains penalties for non-compliance, including fines of up to $1 million and/or imprisonment for up to five years. The Canadian Life and Health Insurance Association (CLHIA) has indicated it is reviewing the impact this Bill is expected to have on consumers and is considering its options in light of Parliament’s decision. Until the new Act takes effect, we’ll continue to adhere to the longstanding Industry Code on Genetic Testing Information for Insurance Underwriting, which has been in effect since the early 1980s. Compliance requires that an insurer not ask a proposed insured to undergo genetic testing.  
    You may receive questions about what these changes will mean for your clients, you may send them to   This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Disability and critical illness insurance product overview brochure updated - details HERE
  • Advanced Sales Article – The capital dividend account - more HERE
  • www.criticaluncovered.com Share this site with your clients, they will uncover the facts! Watch this compelling video

LaCapitale rgb

  • Simplified Accident Insurance is a unique product with a simple application form and no medical exam - details HERE
  • LaCapture Capitale Sales Campaign – Disability Insurance products -From March 27 to May 19, 2017 inclusive Details HERE
  • Family 20-year fixed term insurance - details HERE
    Features include: Renewable as 10-year term to age 85  |  Convertible up to age 70  |  Total Loss of Autonomy Benefit  |  Dissociation provision  |  Complete range of riders available


EMPIRELIFE

 equitable contestequitablelogo RGB

 foresters pos 300dpi

  • New Term Rates coming in May - find out how these new rates can help you get to Montego Bay - details HERE

humania

IA Excellence anglais

  • Reduction in QC premiuim Tax -  Update March 29, 2017 : Tuesday March 28, the Quebec Minister of Finance tabled the 2017 budget, wherein the premium tax for Quebec residents is extended. As a result, the reduction stated below will be postponed to April 1, 2022. Details HERE

 ivair      

ivari

  • Register to use the eApp by calling 1.800.646.1481
  • VIDEO Telus Insure app  -  click HERE Easier to use, more efficient and intuitive interface  |  Works on all devices, including tablets and iPad  |  A faster signature process,  allows for digital signatures on the pages required

 

 

 

iafinancial

manulife

  • Updated pricing for  Flexcare  HERE
  • Introducing Manulife Vitality - Live Health. Earn Rewards. Save Money.  details HERE |  Watch the video HERE

COMPLIANCE CORNER

  • Revised: CLHIA Reference Document - get it  HERE
  • Changes to the Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations - details HERE
  • NEW: Advisor Disclosure  - please destroy previous copies and use the one on our compliance page.
  • The MANDATORY COMPLIANCE course offered by the Chambre is now availabe (French only) details HERE


INVESTMENTS

BMO INS POS 4C E copy

  • New funds now available in BMO GIF 100/100 - Read more

 canadalife smaller

  • Update: New Sales of Generations (Core I and II) Seg Funds to end March 17, 2017 - details HERE
  • The power of compound interest and why “save early, save often” is a great strategy for long-term investment goals
    watch the video HERE.

 
EMPIRE investlogo

  • Insight April 4
  • Investment Illustrator has been updated featuring Class Plus 2.1.Version 2.6 of the illustrator is now available. Details HERE
  • Emblem GIF Portfolios deliver tactical asset management, transparency and downside protection. Discover how Emblem brings together the art and science of investing. details HERE

LaCapitale rgb

  • End of Transfer Fee Reimbursement Program - details HERE

MLI Investments E

  • Mutual fund and segregated fund have been streamlined to offer and introduce four new portfolios designed to help investors achieve their investment goals. Please see the highlights on Repsource. Read more
  • Did you know? Clients can make a lump sum contribution before closing their RRSP, in the year they turn 71, and the deduction can be used in any future year, whenever it is most beneficial for reducing taxable earnings. Log in Repsource for more details 
  • The 2017 Federal Budget Summary is now available. Developed by the Tax, Retirement & Estate Planning Services Team, this piece highlights changes delivered by the Liberal government on March 22, 2017.  To access the 2017 Federal Budget Summary, please click HERE
                                                                                       Check out the Copoloff Calendar of Events for March HERE 

       

Carrier Software

 

Assumption 7.3.2 download

BMO 34.1

download
Canada Life 3.2 Log in required
La Capitale 8.5.0

download

CPP download

Empire Life 10.9

download
Equitable Life 2017-3 download
L'Excellence 4.5.0 download
Foresters (sky) 2.0.169 download
Humania 2017-1 download
Industrial Alliance 8.3.0 download
ivari 12.2 download
Manulife 15.15 Log in required
ON  Blue Cross v.1.0.1 Log in required
QC Blue Cross v.1.0.1 Log in required
SSQ 6.2 (july 5) download  
Sunlife v3.0.1 download  
RBC 9.8.1  CD Key code 62B46

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Head Office

montreal5500 Royalmount Avenue, suite 325
Mont-Royal, QC
H4P 1H7
Tel: (514) 731.9605
1.888.COPOLOFF
Fax: (514) 731.7499
This email address is being protected from spambots. You need JavaScript enabled to view it.

                                                  

Branch Office

toronto15 Wertheim Court, suite 510
Richmond Hill, ON
L4B 3H7
Tel: (905) 889.1101
1.800.387.4259
Fax: (905) 889.4995
This email address is being protected from spambots. You need JavaScript enabled to view it.

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